Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PINC
Premier, Inc.

Healthcare
7.04K
+ 13.81%
$18.37 - $21.31 $129K - $150K
58K $1.16M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7.06K
New
$26.87 - $30.93 $190K - $218K
7.06K $208K
YY
Joyy Inc.

Communication Services
5.76K
New
$30.3 - $37.7 $174K - $217K
5.76K $208K
NTRA
Natera, Inc.

Healthcare
904
+ 18.34%
$97.75 - $129.67 $88.4K - $117K
5.83K $741K
UPWK
Upwork, Inc

Industrials
19.9K
New
$9.01 - $12.12 $179K - $241K
19.9K $207K
GTLB
Gitlab Inc.

Technology
4.03K
New
$40.84 - $56.2 $165K - $226K
4.03K $207K
XPEL
Xpel, Inc.

Consumer Cyclical
4.79K
New
$31.75 - $46.89 $152K - $225K
4.79K $207K
FLNG
Flex Lng Ltd.

Energy
8.1K
New
$25.02 - $27.61 $203K - $224K
8.1K $206K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
4.66K
New
$38.96 - $44.31 $181K - $206K
4.66K $206K
WHD
Cactus, Inc.

Energy
2.43K
+ 27.46%
$51.05 - $63.46 $124K - $154K
11.3K $673K
RNST
Renasant Corp

Financial Services
6.36K
New
$29.78 - $37.09 $189K - $236K
6.36K $206K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
2.72K
+ 25.17%
$41.58 - $49.01 $113K - $133K
13.5K $661K
PRG
Prog Holdings, Inc.

Industrials
2.31K
+ 34.48%
$32.04 - $50.26 $74.1K - $116K
9.02K $437K
BEP
Brookfield Renewable Partners L.P.

Utilities
7.3K
New
$23.3 - $28.3 $170K - $207K
7.3K $205K
NOAH
Noah Holdings LTD

Financial Services
16.7K
New
$7.22 - $12.3 $121K - $206K
16.7K $205K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.9K
New
$18.12 - $18.92 $197K - $206K
10.9K $204K
CASS
Cass Information Systems Inc

Industrials
4.94K
New
$38.24 - $46.2 $189K - $228K
4.94K $204K
FXD
First Tr Exchange Traded Fd

ETFs
3.23K
New
$56.55 - $63.72 $182K - $206K
3.23K $204K
CDNA
Care Dx, Inc.

Healthcare
6.54K
New
$14.41 - $33.99 $94.2K - $222K
6.54K $204K
CAL
Caleres Inc

Consumer Cyclical
6.16K
New
$30.23 - $43.97 $186K - $271K
6.16K $203K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
6.26K
New
$31.02 - $32.54 $194K - $204K
6.26K $203K
KELYA
Kelly Services Inc

Industrials
9.5K
New
$19.37 - $23.53 $184K - $224K
9.5K $203K
FCN
Fti Consulting, Inc

Industrials
597
+ 10.53%
$213.61 - $230.59 $128K - $138K
6.26K $1.42M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
989
New
$136.85 - $238.3 $135K - $236K
989 $202K
INCY
Incyte Corp

Healthcare
1.31K
+ 6.21%
$57.33 - $68.61 $74.9K - $89.7K
22.4K $1.48M
DHS
Wisdomtree Tr U.S

ETFs
142
+ 0.69%
$83.9 - $93.83 $11.9K - $13.3K
20.6K $1.93M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.46K
+ 32.58%
$65.26 - $75.5 $161K - $186K
10K $721K
RWX
Spdr Dow Jones International R

ETFs
7.33K
New
$23.88 - $28.19 $175K - $207K
7.33K $202K
BEKE
Ke Holdings Inc.

Real Estate
1.99K
+ 7.1%
$13.23 - $20.0 $26.3K - $39.8K
30K $597K
UTG
Reaves Utility Income Fund

Financial Services
1.79K
+ 6.89%
$27.16 - $32.8 $48.5K - $58.6K
27.7K $909K
SAVA
Cassava Sciences Inc

Healthcare
6.83K
New
$9.57 - $35.08 $65.4K - $240K
6.83K $201K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.68K
New
$109.24 - $121.48 $184K - $204K
1.68K $201K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.77K
New
$39.52 - $42.64 $188K - $203K
4.77K $201K
IXP
Ishares Global Comm Services E

ETFs
2.14K
New
$83.95 - $94.13 $179K - $201K
2.14K $200K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.3K
+ 19.95%
$19.2 - $19.63 $179K - $183K
55.9K $1.09M
TAC
Transalta Corp

Utilities
3.49K
+ 6.94%
$6.87 - $10.49 $24K - $36.6K
53.8K $556K
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.54K
+ 21.46%
$25.53 - $38.68 $64.9K - $98.3K
14.4K $510K
PUK
Prudential PLC

Financial Services
10K
+ 14.15%
$16.07 - $19.33 $161K - $194K
80.8K $1.5M
UYG
Proshares Ultra Financials

ETFs
2.62K
New
$62.72 - $77.9 $165K - $204K
2.62K $200K
REZ
Ishares Tr Residential And Mul

ETFs
2.26K
New
$76.42 - $91.19 $173K - $206K
2.26K $200K
ABEV
Ambev S.A.

Consumer Defensive
40.3K
+ 15.52%
$2.04 - $2.44 $82.1K - $98.2K
300K $731K
NTNX
Nutanix, Inc.

Technology
2.91K
+ 26.54%
$46.0 - $63.19 $134K - $184K
13.9K $821K
CHK
Chesapeake Energy Corp

Energy
2.37K
+ 12.26%
$70.32 - $83.77 $167K - $199K
21.7K $1.79M
MD
Mednax, Inc.

Healthcare
9.99K
+ 48.33%
$6.77 - $11.6 $67.6K - $116K
30.7K $355K
CORT
Corcept Therapeutics Inc

Healthcare
841
+ 7.23%
$29.51 - $46.26 $24.8K - $38.9K
12.5K $576K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
3.72K
+ 40.51%
$47.78 - $56.88 $178K - $211K
12.9K $694K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
4.12K
+ 35.76%
$41.19 - $49.72 $170K - $205K
15.6K $694K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
11.3K
New
$15.97 - $22.05 $180K - $249K
11.3K $197K
SHBI
Shore Bancshares Inc

Financial Services
8.83K
+ 30.62%
$11.07 - $14.73 $97.8K - $130K
37.7K $527K
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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